Aditya Birla Sun Life Focused Equity Fund Overview

Mutual Fund

Aditya Birla Sun Life Focused Equity Fund is an open ended equity fund. Previously, this fund was known as Aditya Birla Sun Life Focused Equity Fund. This fund is managed by Mr. Mahesh Patil.

Aditya Birla Sun Life Focused Equity Fund aims to provide long-term wealth appreciation by investing in almost 30 companies which have high growth potential and long-term sustainable competitive advantage. 

Aditya Birla Sun Life Focused Equity Fund invests 92.78% in  equity stocks out of which 76.88% in large cap, 15.89% in mid cap stocks and 0.04% in debt securities. 

Why should you opt for Aditya Birla Sun Life Focused Equity Fund?

  • Aditya Birla Sun Life Focused Equity Fund under Aditya Birla Fund House invests in multinational companies with consistent growth, access to parent technology and strong finances. 
  • Aditya Birla Sun Life Focused Equity Fund aims to create long-term capital with MNC securities based on research-investment approach.
  • Aditya Birla Sun Life Focused Equity Mutual Fund Scheme primarily invests large cap companies including emerging and established blue chip stocks.  
  • You can invest in Aditya Birla Sun Life Focused Equity Fund growth option with a minimum investment of Rs. 1000.
  • Aditya Birla Sun Life Focused Equity Fund investment is ideal for those who are fine with the volatility of equity market.
  • Experienced fund manager takes the appropriate investment decision to generate wealth in Aditya Birla Sun Life Focused Equity Fund investment.
  • You can easily fulfill your financial goal and generate wealth via Aditya Birla Sun Life Focused Equity Fund growth option.

Top 5 Sectors of Aditya Birla Sun Life Focused Equity Fund

S.No.Name of HoldingNet Assets (%)
1Bank – Private22.08
2IT – Software11.95
3Finance – Housing6.84
4Miscellaneous6.27
5Refineries6.18

(as on 29/03/2019)

Top 10 Holdings of Aditya Birla Sun Life Focused Equity Fund

S.No.Holding NameNet Assets (in %)
1HDFC Bank Limited10.2
2ICICI Bank Limited8.57
3Infosys Limited6.35
4Clearing Corporation of India Limited5.83
5Housing Development Finance Corporation Limited5.71
6ITC Limited4.89
7State Bank of India4.22
8Reliance Industries Limited4.07
9NTPC Limited3.68
10Larsen & Toubro Limited3.32

(as on 29/03/2019)

Aditya Birla Sun Life Focused Equity Fund Details

Following is the performance of Aditya Birla Sun Life Focused Equity Fund details-
Launch Date- October 24, 2005
Fund Manager- Mr. Mahesh Patil 
Risk- Moderately High
Benchmark- NIFTY 50 Total Return
Return Since Launch- 14.22%
AUM- Rs. 3944 crore (as on 28th Feb, 2019)
Following is the performance of Aditya Birla Sun Life Focused Equity Fund-  

1-Year3-Year5-Year10-Year
Fund8.7913.4814.3417.67
S&P BSE Sensex 50 TRI15.6517.2313.5716.62
Category12.714.8712.9415.37
Rank within Category6859116
Number of funds in category91766239
As on Apr 01, 2019

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